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Team

How I Work

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.

A team approach adds perspective to all I do and provides increased benefits to my clients.

Meet the Team

John Patrick

President and Financial Advisor

864-993-6364

jrpatrick@jpatrickfinancial.com

As President and Financial Advisor of J Patrick Financial LLC, I focus on portfolio management, firm oversight, and comprehensive client service. I graduated from Clemson University and have built my career around helping clients...

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Meg Grier

Financial Advisor

My responsibilities span client services, operations, office management, and marketing. I've spent over a decade in financial services, beginning in 2007 across loans and banking before focusing on investment programs in 2012. I'm a...

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